See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,956 |
HERNDON CAPITAL MANAGEMENT6+ years Filed as: HERNDON PLANT OAKLEY LTD Service code 22 800 N SHORELINE STER 2200 · CORPUS CHRISTI, TX 78759 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,117 | $91,190-72.5% | $178,490-85.9% | $79,858-68.5% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 16.67% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,001 | $3,236-69.1% | $5,202-80.8% | $3,740-73.2% |
| Admin fee / account holder | $57 | $6,751-99.2% | $13,984-99.6% | $5,306-98.9% |